Key Financial Inc’s H&R Block HRB Stock Holding History

Key Financial Inc’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14	Closed	-$610	–	1429
2025 Q4	$610	Hold	14	–	–	﹤0.01%	1308
2025 Q3	$716	Buy	+14	New	+$740	﹤0.01%	1304

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's HRB Position: Q1 2026 in Review

Key Financial Inc sold out of H&R Block (HRB) in Q1 2026, closing a stake of 14 shares — an estimated $610 sold.

Key Financial Inc first reported a position in HRB in Q3 2025 and held it in 2 quarters. The position peaked at $716 in Q3 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Key Financial Inc reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 14 H&R Block shares in Q1 2026, an estimated $610.
Key Financial Inc first reported a position in H&R Block in Q3 2025 and held it in 2 quarters.
Key Financial Inc's H&R Block position peaked at $716 in Q3 2025.
486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.